Broker Check

Client Portal

At Legacy, we know it's important to have access to your financial information day or night.

Current Account Information, Transactions & Performance.

Online Statement Access & E-Delivery








Online Access to PEARL ( Robo-Advisory Client Portal) 

Powered by CLS Investments

* First Time Users: Please contact our office for login instructions. 805-226-0445


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.